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‘Working lifestyle activities enable us to foster and maintain healthy long term relationships with our clients and money managers’
How we are different    
     
Offshore Holdings Advisory offers unique and superior investment advisory recommendations to our expanding worldwide private client base. Our success stems from providing investment services which have lower cost, no restriction/withdrawal penalties, lower risk level and healthier returns than the standard investment products currently available - a refreshing alternative to insurance company-based mutual fund products and hedge funds which claim to be able to make money at any time in any market! Our primary goal is to maximize private client wealth at appropriate risk levels and to foster long term client relationships through personalized and attentive customer service – a local approach to individual private clients on a global basis.

Part of our marketing and advertising effort includes the concept of ‘working lifestyle’ . This entails sponsoring sporting events and entities such as rugby tournaments and teams, eco-challenge and adventure racing events, running/cycling activities and clubs, sailing regattas and vessels, golf tournaments, skiing trips and competitions, and charitable fund raisers. 

Team OHA often joins with interested clients to form groups which participate in such events to strengthen personal and business relationships while having fun – being productive and enjoying life at the same time!

  
We operate on a fee basis to eliminate conflict of interest to maximize transparency.

We maintain the highest levels of ethical and professional standards and at all times put client interests before our own. We also continually strive to maintain the best possible and most productive relationships with our clients and the financial institutions whose investment services we recommend.



 
 
Disclaimer - Important information
Note: This document is issued by Offshore Holdings Advisory Company Limited for information purposes only. No representation is being made that any investment instruments described within this document will or are likely to achieve profits or losses similar to those shown. Past performance is not a guide for future results. The Discretionary Managed Portfolio Service described herein is ongoing. This document does not constitute an offer to sell or a solicitation of an offer to buy investment instruments through Offshore Holdings Advisory. Offshore Holdings Advisory Company Limited accepts no liability from investors who rely upon any other information with regard to any investments. Investment allocation scenarios shown are for example only and may vary. Changes in foreign exchange rates may have an adverse effect on the value or price of the investment. Most account trading is denominated in British Pounds Sterling (GBP), though other hard currencies are utilized. The performance record shown is based on the actual audited results published by stock brokerage companies and provided to private clients on an ongoing basis. The Discretionary Managed Portfolio Service described within this document is subject to FSA regulation. Offshore Holdings Advisory Company Limited is incorporated in the Kingdom of Thailand under the Treaty of Amity and Economic Relations and was registered as such on May 22, 2001 with incorporation number (5) 868/2544. The investment service described within this document is marketed worldwide non-exclusively through Offshore Holdings Advisory Company Limited. Heath Norris, CEO and founder of Offshore Holdings Advisory Company Limited, holds a Bachelor of Science honors degree in Geological Engineering from the University of Idaho, USA (1982), an honors Master’s degree in International Management from the THUNDERBIRD American Graduate School of International Management, Arizona, USA (1992), and is a Certified Mediator in Business Dispute Resolution with the Supreme Court of the State of Virginia, USA (2000). He also is a Registered Representative - General Securities (FINRA) Series 7, USA) (2006) and a Combined Securities Agent/Registered Investment Advisor Representative (FINRA) Series 66, USA) (2007).
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